/biz/ - Business & Finance

>>49848757
>>49849190
Big hmm on why that happened

>>30121297
I guess he means medium-short term (6 months)
I also believe tech will at most stagnate, because big players are rotating everything from tech to oil and friends.
It's a shame, because that means I jumped on the TQQQ wagon on almost the exact top for now.

I'm not willing to buy into this "commodity supercycle" BS, but I have absolutely no idea which sector will trend like Tech and EV did 2020H2.

>>30121964
As an owner of a shitton of GEVO, I hope some good PR is coming out in the next few months.
I thought I hedged with Cielo and REGI, but neither were good for me.
Maybe biodiesel is not the play right now.

>>29212855

>>29137663
>pic related
There will be no crash, the tech companies are basically fairly valued, it's just that a ton of future inflation is priced in.

>>28709700
What are even "central bank digital currencies". 99% of dollars are already digital.

I think the Feds next step will be increasing rates to curb inflation and simultaneously start buying actual stocks to stabilize the SP500.
This will by definition will be fascism, but now the jews have pulled a reverse UNO card.

>>28686265
3% is a meme.
However, due to BRRR, stock prices are by definition inflated. You should see a 10% YoY return on Nasdaq100, and we are already past that this year. Every other percent is literally inflation. So it is somewhat correct to say that "Inflation on Friday was 0.5%".

>>28424498
>yfw you realize any gains above ~10% on QQQ is literally inflation

>>27899994
The crash will come when the Fed decides to stop pumping. Literally nothing else can cause it, and all the other indicators are junk.

And the Fed should act after the reopening the increased demand and lackluster supply will clash, create increase prices, which is by definition inflation.

>>27897226
FAGMAN

This graph also shows why we are not in a classical bubble that "pops". It also shows that QQQ gains are basically inflation.
>tfw the daily 1% inflation is actually not a meme

>>27897336
Noone needs to buy shares. Blackrock and friends just wrote a shitton of calls on their already existing shares and sold them for a lot of profit.
You increase this board's average chromosome count by like 5%.

Also when Warren Buffet exited the dotcom bubble in 1999, he missed out on like 150% gains. And then he FOMO'd back into airlines of all things and lost even more money when the pop actually came.

And to paraphrase Peter Lynch: people lost a ton of money in recessions, but way more people lost way more money preparing for a recession. Remember, Opportunity cost is cost, and missed gains are cost. The 3% daily inflation may seem like a meme, but it isn't in the long run.
>pic related.

>>27144645
I think that spike is mainly because of JPow and his trusty brrrr machine, which makes this situation uniquely different.

>>26710014
>pic relevant
The SPY is literally an inflation measure right now.
>mfw the daily inflation meme makes some sense

>>26475705
>It's been painful seeing the forex bleed all my gains since the brexit deal
Seeing my gains half when I convert it to my local europoor currency is kind of sad.

>>26435307
The market is valued just right.
If you think the daily 3% inflation is a meme, you're in for a doozy when you find out that the inflation equals to FANG+ prices, which in fact increase 1-2% daily.

>>26430706
It is kind of true, all inflation goes directly into FANG+ stocks lol